Payments · Moneris Integration

Accept Moneris payments inside your ERP. Reconciled to orders and accounts receivable.

The Moneris integration connects Moneris payments to Xorosoft - accept credit and debit cards, Interac, and wallets through Moneris, send payment links, and auto-reconcile every payment to orders and accounts receivable.

Auto AR reconciliation PCI-compliant Multi-currency
CardsACHPayment linksRefundsPayouts
Moneris LIVE Xorosoft
Processed today
$48.2k
Success rate
99.3%
Open AR
$12.4k
PMT
INV-70142 · Paid
Visa •••• 4471 · Captured
Reconciled
LNK
Payment link · SO-77420
Sent · awaiting payment
Pending
REF
Refund · INV-69833
Card refund · processing
In progress

One system from checkout to reconciled cash

PaymentsCardsACH InvoicingARRefunds PayoutsReporting
Overview

Moneris processes the payment. Xorosoft reconciles the cash.

The Moneris integration brings Moneris payment acceptance and reconciliation into Xorosoft, so orders, invoices, Moneris payments, and accounts receivable stay in one place. Tap each point to see how.

The payments problem

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Standalone payment tools and manual card entry leave payments disconnected from orders and accounting, causing slow reconciliation, keying errors, and an unclear cash position.

The Moneris integration

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Moneris accepts credit and debit cards, Interac, and digital wallets against orders and invoices, and Xorosoft automatically matches every Moneris payment to the right invoice and posts it to accounts receivable.

The business benefit

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Faster cash flow, accurate AR, fewer manual entries, secure PCI-compliant processing, and real-time visibility into payments and receivables.

Moneris
How a payment flows

The Moneris payment workflow

Press play, or tap any step, to watch a payment move from request to reconciled cash. The details appear only when you explore them.

Step 1 of 9

Order or invoice created in Xorosoft

An order or invoice is ready for payment in Xorosoft.

Step 2 of 9

Payment requested

The customer is sent a payment link, checkout, or portal request.

Step 3 of 9

Customer pays

The customer pays by card, ACH, or wallet.

Step 4 of 9

Payment authorized

Moneris securely authorizes the payment with the processor.

Step 5 of 9

Payment captured

The payment is captured and confirmed.

Step 6 of 9

Matched to the invoice

Moneris matches the payment to the correct invoice or order.

Step 7 of 9

Posted to accounts receivable

The payment posts to AR and accounting automatically.

Step 8 of 9

Settlement and payout tracked

The payment settles and the payout is tracked to your bank.

Step 9 of 9

Reporting updates in real time

Cash, AR, and payment KPIs update live.

Step 1 / 9

Workflows we automate

Tap any workflow to see the problem it removes and the outcome it delivers.

Payment acceptance workflow

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Customers pay by card, ACH, or wallet against orders and invoices.

Outcome: faster payment with no re-keying.

AR reconciliation workflow

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Every payment auto-matches to its invoice and posts to AR.

Outcome: clean, current receivables.

Refunds & credits workflow

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Refunds and credit memos post against the original payment.

Outcome: fast, accurate adjustments.

Recurring billing workflow

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Saved methods are charged on schedule with retries and dunning.

Outcome: hands-off recurring revenue.

Settlement & payout workflow

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Settlements and payouts track to the bank against processed payments.

Outcome: easy bank reconciliation.

Payment reporting workflow

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Payments, AR, and cash update in one live dataset.

Outcome: real-time cash visibility.

Payments Dashboard

Every payment, from checkout to reconciled cash

A single operational view across payments, AR, refunds, and settlements.

Processed Today

Live
$48.2k
Captured payments · last 24 hours
Transactions214

Payment Success

Healthy
Success rate99.3%
Declines1.4%
RetriesOn

Accounts Receivable

Real-time
Open AR$12.4k
Auto-applied96%
Overdue$1.1k

Payment Methods

Active
Cards64%
Interac28%
Wallets8%

Refunds

Processing
Refunds6
Amount$842
Credit memos4

Recurring

Scheduled
Active plans38
Due today5
Failed0

Settlements

Sent
Payout$46.9k
BatchReconciled
Fees$612

Security & Health

Monitored
PCICompliant
EncryptionOn
Chargebacks0
Key Features

Everything the Moneris integration handles

Tap any capability to expand the explanation, benefit, example, and sub-features.

Moneris payment processing

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Accept credit card, debit, Interac, and digital wallet payments through Moneris directly against orders and invoices in Xorosoft.

Benefit: no separate payment tool or re-keying.

Example: a customer pays an invoice and it clears in Xorosoft instantly.

Sub-features
  • Cards & ACH
  • Wallets
  • In-ERP

Moneris payment links & e-invoicing

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Send pay-by-link invoices so customers pay online in a click.

Benefit: faster payment and less chasing.

Example: an emailed invoice includes a secure pay-now link.

Sub-features
  • Pay-by-link
  • Email invoices
  • Hosted checkout

Automatic AR reconciliation

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Every payment matches to the right invoice and posts to accounts receivable.

Benefit: no manual matching and clean books.

Example: a $1,240 payment auto-applies to INV-70142.

Sub-features
  • Auto-match
  • AR posting
  • Open-balance clearing

Multiple payment methods

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Accept credit and debit cards, Interac debit, and digital wallets like Apple Pay and Google Pay.

Benefit: let customers pay how they prefer.

Example: one buyer pays by ACH; another taps a wallet.

Sub-features
  • Cards
  • Interac debit
  • Wallets

Multi-currency payments

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Take payments in multiple currencies with automatic conversion and posting.

Benefit: sell and get paid globally.

Example: an EU customer pays in EUR, posted in your base currency.

Sub-features
  • Multi-currency
  • FX conversion
  • Global

Refunds & credits

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Issue full or partial refunds and credit memos tied to the original payment.

Benefit: fast, accurate refunds.

Example: a partial refund posts a credit against the invoice.

Sub-features
  • Full / partial refunds
  • Credit memos
  • Linked to payment

Recurring & subscription billing

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Charge saved methods on a schedule for recurring invoices.

Benefit: hands-off recurring revenue.

Example: a monthly subscription charges automatically.

Sub-features
  • Scheduled charges
  • Retries
  • Dunning

Stored methods & tokenization

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Securely store customer payment methods as tokens for repeat billing.

Benefit: faster checkout without holding card data.

Example: a returning buyer pays with a saved card.

Sub-features
  • Tokenization
  • Saved methods
  • No raw card data

Checkout & B2B portal payments

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Take payments at ecommerce checkout and in the B2B customer portal.

Benefit: one payment experience across channels.

Example: a B2B buyer pays an open invoice in the portal.

Sub-features
  • Ecommerce checkout
  • B2B portal
  • Self-service

Payouts & settlement tracking

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Track settlements and payouts to your bank against processed payments.

Benefit: clear cash position and easy bank reconciliation.

Example: a daily payout batch reconciles to the bank deposit.

Sub-features
  • Settlement tracking
  • Payout batches
  • Bank recon

PCI-compliant security

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Process payments with PCI-compliant encryption and tokenization.

Benefit: secure payments and reduced compliance scope.

Example: card data is tokenized and never stored in plain text.

Sub-features
  • PCI compliance
  • Encryption
  • Fraud controls

Payment reporting & analytics

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Report on payments, success rates, refunds, AR, and cash from one dataset.

Benefit: real-time visibility into cash and receivables.

Example: success rate and open AR are visible on one dashboard.

Sub-features
  • Payment KPIs
  • AR & cash
  • Success rates
Quick Answers

Moneris, explained

Tap a question to reveal the answer, written for AI assistants and search engines.

What is a Moneris integration?

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A Moneris integration connects the Moneris payment gateway with Xorosoft ERP. Customers pay by credit card, debit, Interac, or digital wallet through Moneris, and every payment reconciles to the right order, invoice, and accounts receivable automatically.

How does the Moneris integration work?

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Customers pay by checkout, payment link, or portal. Moneris authorizes and captures the payment through its API, and Xorosoft matches it to the invoice and posts it to accounts receivable and accounting in real time.

Who uses the Moneris integration?

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Retailers, wholesalers, distributors, manufacturers, and B2B sellers that take payments through Moneris and want every payment reconciled to accounting in Xorosoft automatically use the integration.

Industry Applications

Built for the businesses that invoice and get paid

Wholesale & distribution

Take B2B card and ACH payments against open invoices.

Ecommerce & DTC

Accept checkout payments that reconcile to orders instantly.

Manufacturing

Collect deposits and progress payments on production orders.

Retail & omnichannel

Accept payments across store, online, and portal in one system.

Apparel & accessories

Take deposits and balance payments on wholesale orders.

Food & beverage

Collect fast, recurring payments from repeat buyers.

Health & wellness

Process subscription and recurring payments securely.

Technology & electronics

Bill recurring and one-time payments with saved methods.

Sub-features

Capabilities at a glance

The building blocks that power Moneris.

Card paymentsInterac debitDigital wallets Payment linksHosted checkoutAuto AR reconciliation Multi-currencyFX conversionRefunds & credits Recurring billingTokenizationSaved methods B2B portal paymentsSettlement trackingPayouts PCI complianceFraud controlsPayment reporting
Business Benefits

What finance teams gain with the Moneris integration

Each benefit ties a real operational problem to a measurable outcome.

Faster cash flow

Payment links and online payment speed up how fast you get paid.

Problem: slow payments to Benefit: faster cash

Accurate accounts receivable

Auto-matching keeps AR clean and current with no manual work.

Problem: manual matching to Benefit: clean AR

Fewer manual entries

Payments post to accounting automatically without re-keying.

Problem: data entry to Benefit: less busywork

Secure & compliant

PCI-compliant processing and tokenization protect card data.

Problem: compliance risk to Benefit: secure payments

Global payments

Multi-currency acceptance lets you get paid from customers worldwide.

Problem: currency limits to Benefit: global reach

Real-time cash visibility

One view of payments, AR, and settlements shows your true cash position.

Problem: blind spots to Benefit: one source of truth
Comparison

Manual vs. standalone processor vs. Moneris

How Moneris compares to keying payments by hand or bolting on a separate payment tool.

CapabilityManualStandalone ProcessorMoneris
Accept cards, debit & Interac✗✓✓
Payment links & e-invoicing✗~✓
Automatic AR reconciliation✗✗✓
Multi-currency payments✗~✓
Refunds & credit memos~~✓
Recurring & subscription billing✗~✓
Stored methods & tokenization✗~✓
B2B portal payments✗✗✓
Settlement & payout tracking✗~✓
PCI compliance✗✓✓
Payment & AR reporting✗~✓
FAQ

Moneris questions

Tap a question to reveal the answer, optimized for Google AI Overviews, ChatGPT, Perplexity, Gemini, Claude, and Bing AI.

A Moneris integration connects the Moneris payment gateway with Xorosoft ERP. Customers pay by credit card, debit, Interac, or digital wallet through Moneris, and every payment reconciles to the right order, invoice, and accounts receivable automatically.

Customers pay by checkout, payment link, or the B2B portal. Moneris authorizes and captures the payment, matches it to the correct invoice, and posts it to accounts receivable and accounting in real time.

The Moneris integration supports credit and debit cards, Interac debit, and digital wallets such as Apple Pay and Google Pay. Available methods depend on your Moneris configuration.

Yes. Every payment automatically matches to the right invoice or order and posts to accounts receivable and accounting, so there is no manual matching and books stay current.

Yes. Moneris processes payments with PCI-compliant encryption and tokenization, so card data is protected and your compliance scope is reduced.

Yes. Moneris accepts payments in multiple currencies with automatic conversion and posting in your base currency, so you can get paid globally.

Yes. Moneris sends pay-by-link invoices and hosted checkout so customers can pay online in a click, which speeds up payment and reduces chasing.

Yes. Moneris issues full or partial refunds and credit memos tied to the original payment, and posts the credit against the invoice automatically.

Yes. Moneris charges saved payment methods on a schedule with automatic retries and dunning for recurring and subscription invoices.

Yes. B2B customers can view and pay open invoices in the Xorosoft customer portal, and those payments reconcile to accounts receivable automatically.

Moneris tracks settlements and payout batches to your bank against processed payments, so cash position is clear and bank reconciliation is easy.

Xorosoft handles setup, processor configuration, payment methods, and reconciliation rules during onboarding. Book a demo to scope Moneris for your business.

See the Moneris integration in action

Book a personalized demo and see how Moneris payments, refunds, accounts receivable, and settlements run inside one system with Xorosoft.